FFA

Farther Finance Advisors Portfolio holdings

AUM $6.62B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,622
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$5.23M
3
+$4.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.74M
5
AAPL icon
Apple
AAPL
+$4.32M

Top Sells

1
+$1.18M
2
+$953K
3
+$814K
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$643K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$633K

Sector Composition

1 Technology 7.94%
2 Financials 5.6%
3 Healthcare 3.96%
4 Consumer Discretionary 3.14%
5 Energy 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$379 ﹤0.01%
6
2227
$378 ﹤0.01%
50
-14
2228
$377 ﹤0.01%
3
2229
$374 ﹤0.01%
+1
2230
$373 ﹤0.01%
2
2231
$373 ﹤0.01%
2
2232
$371 ﹤0.01%
+4
2233
$366 ﹤0.01%
+4
2234
$366 ﹤0.01%
+22
2235
$366 ﹤0.01%
9
2236
$365 ﹤0.01%
20
2237
$365 ﹤0.01%
+6
2238
$362 ﹤0.01%
8
2239
$357 ﹤0.01%
100
2240
$356 ﹤0.01%
34
2241
$355 ﹤0.01%
36
2242
$355 ﹤0.01%
44
2243
$354 ﹤0.01%
3
2244
$353 ﹤0.01%
10
2245
$352 ﹤0.01%
+3
2246
$349 ﹤0.01%
11
2247
$348 ﹤0.01%
15
2248
$348 ﹤0.01%
400
2249
$346 ﹤0.01%
+12
2250
$344 ﹤0.01%
20
88 89
90
91 92